Mike is a total personal financial resource to individuals, offering advice on every aspect of money management‚ budgeting, retirement planning and asset protection and growth.
While tending to the important goal of economic security, Mike offers an expanded vision of his services, working in close collaboration with our other consultants to create financial plans that are fully integrated into, and congruent with, clients’ larger life goals.
Mike’s talents afford him the opportunity to combine the analytical skill associated with budgeting and investment selection with his passion to communicate with his clients. For the past twelve years Mike has built a financial planning business with the idea that everyone needs some type of financial advice. From helping families design a budget and manage their household cash flow, to creating multigenerational wealth through estate planning; Mike has been able to effectively create opportunity for each client.
Mike started with LPL Financial in 2001 and has grown the business to managing over $63 million in client assets. Mike has his Bachelors in Accounting as well as an MBA/CFP from Widener University.
In addition to managing assets, Mike addresses the following client needs:
Income needs analysis
Long Term Care Insurance